Texans Anesthesiology Associates 401(K) Plan — Form 5500 plan (Texans Anesthesia Associates Pllc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Texans Anesthesiology Associates 401(K) Plan is a benefit plan reported by Texans Anesthesia Associates Pllc under EIN 26-0507982 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $18,887,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texans Anesthesia Associates Pllc
- EIN
- 26-0507982
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $18,887,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241104094753NAL0007428545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,887,892
- Total liabilities (EOY)
- $35
- Net assets (EOY)
- $18,887,857
- Net assets (BOY)
- $15,499,533
Income & contributions
- Employer contributions
- $539,712
- Participant contributions
- $1,319,546
- Total contributions
- $1,908,233
- Total income / additions
- $4,530,965
Expenses & distributions
- Benefits paid
- $1,127,486
- Administrative expenses
- $15,155
- Total expenses
- $1,142,641
- Net increase / (decrease)
- $3,388,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Leafhouse Financial Advisors | SERVICE PROVIDER | $8,172 | not reported in the loaded dataset | 2023 |
| The Haslauer Group, Inc. | TPA | $0 | $7,898 | 2023 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $1,742 | $0 | 2023 |
| Morningstar Investment Mgmt | INVESTMENT ADVISORY | $1,742 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texans Anesthesia Associates Pllc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Leafhouse Financial Advisors — Schedule C compensation
- The Haslauer Group, Inc. — Schedule C compensation
- Voya Retirement Ins & Annuity Co — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation